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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NNPTE
1501
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$3.29M -$24.6K -28 -0.9%
AC
1502
Addison Capital
Pennsylvania
$3.29M -$87K -99 -3%
ODE
1503
O'Domhnaill Enterprises
Wyoming
$3.29M -$611K -696 -18%
IIM
1504
InTrack Investment Management
Vermont
$3.29M -$186K -212 -6%
RT
1505
Rockland Trust
Massachusetts
$3.28M -$249K -283 -8%
BAM
1506
Belpointe Asset Management
Nevada
$3.28M +$437K +497 +19%
BIG
1507
Brookwood Investment Group
Arizona
$3.27M +$172K +196 +7%
VWM
1508
Vivid Wealth Management
Iowa
$3.27M -$755K -860 -22%
APFP
1509
Action Point Financial Planning
Michigan
$3.25M +$2.09M +2,384 +351%
CA
1510
Cannon Advisors
North Carolina
$3.25M -$3.7M -4,212 -55%
VWM
1511
Venturi Wealth Management
Texas
$3.25M +$47.4K +54 +2%
SRA
1512
Secured Retirement Advisors
Minnesota
$3.25M +$1.13M +1,286 +73%
QWP
1513
Quotient Wealth Partners
Texas
$3.24M +$216K +246 +9%
DLA
1514
Douglas Lane & Associates
New York
$3.24M +$61.5K +70 +2%
CWS
1515
Cypress Wealth Services
California
$3.23M -$29K -33 -1%
PP
1516
PDS Planning
Ohio
$3.23M +$89.6K +102 +3%
PWM
1517
Purus Wealth Management
California
$3.22M -$9.66K -11 -0.4%
LRIA
1518
Leonard Rickey Investment Advisors
Washington
$3.21M -$878 -1 -0%
AL
1519
Aspiriant LLC
California
$3.2M +$127K +144 +5%
PFG
1520
Prosperity Financial Group
California
$3.2M -$83.5K -95 -3%
SWP
1521
Summit Wealth Partners
Florida
$3.2M -$8.79K -10 -0.3%
BA
1522
Birinyi Associates
Connecticut
$3.19M – – –
BHA
1523
Beech Hill Advisors
New York
$3.19M – – –
FCFC
1524
First Citizens Financial Corp
Iowa
$3.19M -$593K -675 -18%
DFCM
1525
Dark Forest Capital Management
Puerto Rico
$3.17M +$876K +997 +50%
59 60
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